"Oh, the customer information registered in Notion wasn't reflected in HubSpot..." Have you ever had such a chilling experience while advancing your sales activities? Missing information registration or update errors can lead to minor opportunity losses. That's when the integration of Notion and HubSpot becomes effective. For example, when you add customer information to Notion, it automatically reflects in HubSpot, or when the status in Notion changes to "Request for Information," you can send an email using HubSpot's data. By automating such integrations, you can reduce the risk of input errors and smoothly proceed with customer interactions.
This article will introduce in detail what can be done by integrating Notion and HubSpot, as well as specific setup methods. By integrating Notion and HubSpot, you can prevent missing or incorrect updates of customer information while managing accurate data centrally across both tools.
For those who want to try it quickly
By using Yoom, you can easily integrate Notion and HubSpot without any coding.
Yoom provides templates for integrating Notion and HubSpot in advance, so you can achieve integration immediately just by registering, even without API knowledge.
When customer information is added to Notion, add it to HubSpot as well.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
By integrating the APIs of Notion and HubSpot, you can automatically transfer data from Notion to HubSpot! For example, you can automatically perform data transfers like the ones below without any manual intervention.
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience the integration of Notion and HubSpot. Registration takes just 30 seconds, so feel free to give it a try!
Add Customer Information to HubSpot When Added to Notion
This prevents omissions or errors in customer information registration. It's a recommended flow for sales teams who want to reflect Notion's customer information in HubSpot as well.
When customer information is added to Notion, add it to HubSpot as well.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
Send an Email Using HubSpot Data When Status is Changed in Notion
This flow sends an email using HubSpot contact information when the status in Notion is updated to something like "Request for Information." It is recommended for those who want to approach leads smoothly.
When the status is changed in Notion, send an email using HubSpot's data.
■Overview The workflow 'Send an email using HubSpot data when the status is changed in Notion' is an automation that efficiently integrates project management and CRM. When the progress of a task changes in Notion, related data is extracted from HubSpot, and an email is automatically sent at the appropriate timing. This allows for smooth information sharing within and outside the team, reducing the need for manual responses. It is a perfect workflow for those who want to proceed with daily tasks more simply and effectively. ■Recommended for ・Business users who are already using Notion and HubSpot and want to strengthen the integration between the two ・Team leaders who want to centralize project management and customer management and automate information sharing ・Sales representatives who want to improve work efficiency without spending time on manual email sending ・Marketing personnel who want to quickly respond to changes in project status and strengthen follow-up with customers ・Business owners who want to automate business workflows using Yoom and streamline daily tasks
■Notes ・Please integrate Yoom with both Notion and HubSpot.
Retrieve Notion Information at a Specified Time and Send Emails via Outlook
You can regularly retrieve information registered in Notion and send emails. This seems useful when you need to send a large number of emails, such as for event hosting.
Let's Create a Notion and HubSpot Integration Flow
Let's get started with creating a flow that integrates Notion and HubSpot! This time, we'll use Yoom to proceed with the integration of Notion and HubSpot without any coding. If you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
This time, we will create a flow bot that adds customer information to HubSpot when it is added to Notion! The creation process is broadly divided into the following steps.
Register Notion and HubSpot as My Apps
Copy the template
Set the Notion trigger that initiates the flow and the subsequent HubSpot action
Turn on the trigger button and start the flow bot
When customer information is added to Notion, add it to HubSpot as well.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
First, register your apps to connect Notion and HubSpot with Yoom. Completing the app registration in advance will make it easier to proceed with automation settings.
Let's proceed with the settings! Click "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Connect Notion
Before registering your Notion app, set up customer information for testing. The following is an example, so please set it as you like.
A list of apps will be displayed, so find Notion from there or use the search function. When the following screen is displayed, click "Select Page".
When the following screen is displayed, check the page to allow access and click "Allow Access".
How to Connect HubSpot
Similarly, find HubSpot from the list or use the search function. When the following screen is displayed, log in to HubSpot.
If Notion and HubSpot are displayed in your My Apps section, the registration is complete.
Step 2: Copy the Template
Let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
When customer information is added to Notion, add it to HubSpot as well.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called "My Project," so if you want to check it, please do so from there. Read the following screen display and click "OK."
When the following screen is displayed, please check the "Title." You can also change the title to make it easier to use. First, to set up the flowbot to start when customer information is added to Notion, click "When a page in a specific database is created or updated."
Step 3: Set the Notion trigger that will be the starting point of the flow
The following screen will be displayed, so check the settings. If there are no issues, click "Next."
When the following screen is displayed, set the "Trigger Interval." ※ Please note that the trigger interval varies depending on the plan.
Scroll down and set the "Database ID" according to the instructions. Once the setup is complete, click "Test."
If the test is successful, "Output" will be displayed below.
The output will be used in the following settings, so please check that there are no errors. Once you have confirmed, click "Save".
Step 4: Set to retrieve records from Notion
Next, to set up retrieving a row that matches the conditions from a specified table in Notion, click "Retrieve Record (ID Search)."
The following screen will be displayed, so please check the settings.
Scroll down and select the "Database ID" from the options. The options will be displayed when you click inside the box. Once set, click "Next."
The following screen will be displayed, so set it as shown below using the output from "When a page in a specific database is created or updated." The output will be displayed when you click the arrow in the red frame. Once the setup is complete, click "Test."
If the test is successful, "Test Successful" will be displayed, so check if the "Output" values are correctly retrieved.
Step 5: Set to create a contact in HubSpot
Next, to set up creating a contact, click "Create Contact."
The following screen will be displayed, so check the settings. If there are no issues, click "Next."
The following screen will be displayed, so use the output from "Retrieve Record (ID Search)" to set the contact information. Set other items similarly and click "Test."
If the test is successful, "Test Successful" will be displayed, so click "Save."
Step 6: Turn on the trigger button and start the flowbot
All the settings for each item are now complete! The following screen will be displayed, so click "Turn on the trigger" to complete the automation settings. Check if the flowbot you set up is working correctly!
This was the flow to add customer information to HubSpot when it is added to Notion.
If you want to link HubSpot data to Notion
Earlier, we introduced how to link data from Notion to HubSpot, but if you want to link data from HubSpot to Notion, please use the following template.
Store contact information registered in HubSpot into the Notion database
This allows you to centrally manage contact information, eliminating the need for data transcription. It is a recommended flow for those who want to reflect contact information acquired in HubSpot into Notion.
Store contact information registered in Hubspot into the Notion database.
Automatically add updated deal information to Notion, allowing you to check the latest deal details. This flow is recommended for those who want to share deal information within the team.
When a new deal is updated in Hubspot, store it in NotionDB.
■Overview The "Add to Notion when a task is added in kintone" workflow contributes to more efficient task management. Because information is reflected automatically, the burden of data entry work is reduced.
■Who we recommend this template for ・Those who use kintone for task or project management ・Those who, while using kintone as a team, are troubled by duplicate or missing tasks ・Those who want to quickly check added or updated task information and respond promptly ・Those who consider centralized information management important ・Those who leverage Notion for documentation and task management ・Those who want to smoothly integrate data between kintone and Notion ・Those who want to quickly grasp important task information without missing it
■Notes ・Please connect Yoom with both kintone and Notion.
■Overview The 'When an event is added to Google Calendar, add a record to Notion' workflow is a mechanism to leverage schedule information for work management in Notion. When a new event is added to Google Calendar, its details are automatically reflected in a Notion database. This streamlines the linkage between schedule management and work tasks, making it easier to record activities and track progress. ■Who we recommend this template for ・Those who manage schedules using Google Calendar but find entering them into Notion time-consuming ・Those who want to centrally manage tasks and events in Notion ・Project owners who want to visualize and organize work based on schedules ・Those who want to automatically keep a daily record of events ・Teams that want to manage efficiently while preventing information omissions
■Notes ・Please connect Yoom with both Google Calendar and Notion. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies depending on your plan.
■Overview This is a flow that notifies Teams when information is added to any Notion database.
■Notes ・Please link Yoom with both Notion and Microsoft Teams. ・Branching is a feature (operation) available on the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
You can create contacts in HubSpot from order or lead information. You can create folders or add to a database triggered by the creation or update of contacts and deals in HubSpot.
Add the purchaser as a contact in HubSpot when an order is placed on Shopify.
■Overview The 'Create contact in HubSpot when 'New Lead Registration' is posted on Slack' workflow is a business workflow that streamlines lead management.
■Recommended for - Sales personnel gathering new lead information using Slack - Marketing personnel looking to manage leads more efficiently with HubSpot - Team leaders spending a lot of time on data entry - Business owners considering automation of sales processes
■Notes - Please connect both Slack and HubSpot with Yoom. - Branching is a feature (operation) available in the Mini Plan or higher. Operations set on the Free Plan will result in an error, so please be aware. - A 2-week free trial is available for paid plans like the Mini Plan. During the free trial, you can use apps and features (operations) that are subject to restrictions. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware.
■Overview This is a flow to create a contact in HubSpot when lead information is registered on Meta Ads (Facebook). By using Yoom, you can easily achieve this flow without programming.
■Recommended for 1. Marketing personnel who are linking HubSpot and Meta Ads (Facebook) ・Those who want to automatically register leads obtained from Meta Ads (Facebook) as contacts in HubSpot for efficient lead management ・Those who want to avoid the hassle of manual data entry ・Those who want to build marketing automation using lead information
2. Sales personnel using HubSpot ・Those who want to centrally manage prospect information obtained from Meta Ads (Facebook) in HubSpot and utilize it for sales activities
■Notes Please link Yoom with Meta Ads (Facebook) and Zoom respectively.
How was it? By integrating Notion and HubSpot, you can potentially solve challenges such as "centralizing customer information," "eliminating manual data entry," and "increasing the speed of sales and marketing responses." Automatic data integration allows for a smooth workflow while preventing errors.
With the no-code tool Yoom, you can easily integrate Notion and HubSpot without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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